July 24, 2026
Tembo AI mortgage technology turns lender criteria into answers brokers can use during a customer conversation. The Tembo AI mortgage tool also points towards a broader model in which buyers receive guidance before they are ready to apply. Tembo first disclosed the system in 2023 after training it on more than 6,000 pages of criteria
July 20, 2026
AI liability coverage just became a default feature at Counterpart, not an optional add-on. The specialty insurtech built its business on AI-powered management and professional liability underwriting. Now it is expanding into three new lines, insurance agents, accountants, and real estate professionals, while adding excess coverage across its whole suite. The headline piece, though, is
July 19, 2026
Blockchain intelligence now flows straight into bank fraud queues, thanks to a new partnership between Unit21 and TRM Labs. Unit21 sells AI-driven fraud prevention and anti-money-laundering infrastructure to banks and fintechs. TRM Labs traces illicit crypto flows and screens wallets against sanctions and risk databases. Together, they let a compliance analyst flag suspicious crypto wallet
July 17, 2026
Feathery AI decisioning just got funded by the people it automates. Feathery, which builds an AI operating and decisioning system for insurance and wealth management firms, has raised $30 million in total funding including a recently closed Series A led by Portage Ventures. The round drew Index Ventures, Clocktower Ventures, and Bain Capital Ventures, alongside
July 15, 2026
Circle Elliptic is a partnership about a problem nobody has solved yet. Elliptic, the digital asset intelligence firm, announced that an affiliate of Circle has joined its Agentic Design Partner Program, a group meant to bring infrastructure providers, compliance teams, and technology leaders together to shape how compliance works for autonomous, AI-driven financial activity. The
July 10, 2026
Amplify Goldman Sachs custody is a bet about what independent advisors really want. Amplify, a platform built around what it calls an AI-native data lake for registered investment advisors, launched its Custody Command Layer this week, integrated directly with Goldman Sachs Custody Solutions. The pitch is same-day account opening, real-time data, and no reconciliation, aimed
July 10, 2026
Nuvo CreditRiskMonitor is a data integration with real consequences. Nuvo Technologies and CreditRiskMonitor, the publicly traded credit risk data provider (OTCQX: CRMZ), announced an integration that makes CreditRiskMonitor's company risk scores, alerts, and credit limit guidance readable by Nuvo's AI agents. Those agents handle customer onboarding, credit monitoring, and accounts receivable work for finance teams
July 8, 2026
Otala AI Pricer is not, at first glance, the most obvious fintech story of the week. It comes from a company most retail-finance audiences have never heard of, in a category, structured products, that has long been the territory of institutional desks and wealth managers with Bloomberg terminals and direct issuer relationships. That is exactly
July 7, 2026
AI personal finance advice has crossed a threshold the financial services industry needs to take seriously. The JD Power 2026 Canada Financial Health Support and Advice Satisfaction Study found that 64% of Canadians used AI tools in the past year, with 41% using them for personal finance guidance. Of those who sought AI personal finance
July 5, 2026
AI receivables automation has a marketing problem. Every finance team has heard the pitch that it will slash Days Sales Outstanding, automate collections, and turn receivables into a self-running machine. So we asked three finance leaders a blunt question about what the technology delivers in the real world, right now. Their answers cut straight past
July 2, 2026
AI expense management at Expensify just got more hands-off. On July 1, 2026, Expensify expanded its Concierge AI to handle far more of the expense workflow. Customers can now configure accounts, automate tasks, and analyze spending in plain English. The tools work by email, text, or inside the Expensify app. The goal is less manual
June 27, 2026
Airwallex $11 billion is not, at its core, a funding-round story. Rounds at this scale happen often enough in global fintech that the number alone does not command attention. What commands attention is the strategic thesis the raise funds, and the two products announced alongside it. Airwallex raised $320 million in a Series H led
